This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Solid Performance In Q3 For U.S. Institutional Plan Sponsors

Stocks in this article: NTRS

Institutional investment plans had solid performance in the third quarter, returning 4.4 percent at the median during the three months ending September 30, according to data in the Northern Trust Universe.

The Northern Trust Universe tracks the performance of about 300 large U.S. institutional investment plans, with a combined asset value of approximately $834 billion, which subscribe to Northern Trust performance measurement services.

“Strong returns from equities in general and from developed markets in Europe specifically gave plan sponsors a nice lift in the third quarter,” said William Frieske, senior performance consultant, Northern Trust Investment Risk & Analytical Services. “It was a nice bounce back from a flat second quarter for many institutional investors. Plan sponsors have benefited by keeping it simple in 2013, with publicly traded equities leading the way and providing almost double the return of alternatives in the most recent quarter.”

The median plan in the Public Funds segment gained 4.9 percent in the third quarter, while Corporate ERISA plans gained 4.4 percent and Foundations & Endowments returned 4.3 percent at the median, according to Northern Trust Universe data.

Public Funds were helped by a larger allocation to international equities, where the median investment program in the Northern Trust Universe gained 9.3 percent in the third quarter. The median Public Fund plan had 19.1 percent of its assets invested in international equity, while Corporate ERISA plans had 11.8 percent and Foundations & Endowments had 12.0 percent in that asset class, as of September 30.

U.S. equity programs in the Northern Trust Universe returned 7.0 percent at the median (compared to 6.0 percent for the Russell 1000 Index) in the third quarter and 22 percent (compared to 20.76 percent for the Russell 1000) in the year-to-date through September 30. Private equity and real estate investment program returned less than 3 percent in the quarter while returns for fixed income and hedge funds were closer to 1 percent at the median during the three-month period.

1 of 2

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs